Smart Generator Monitoring Workflow

Created by Lamont Gibson, Modified on Tue, 23 Jun at 2:34 PM by Lamont Gibson

Purpose

This workflow is used when a customer requests assistance with:

  • Generator monitoring
  • Backup power monitoring
  • Standby generator alerts
  • Generator status notifications
  • Power outage monitoring
  • Remote generator management
  • Generator mobile app configuration

The objective is to provide visibility into generator operation, monitor power outages, receive maintenance alerts, and ensure the customer can remotely view generator status through supported smart home and manufacturer platforms.


Customer Objectives

Determine what problem the customer is trying to solve:

  • Monitor generator status remotely
  • Receive power outage notifications
  • Verify generator operation during outages
  • Track maintenance requirements
  • Monitor fuel levels or runtime
  • Protect a vacation or secondary property
  • Ensure backup power readiness

Information To Collect

Generator Information

  • Manufacturer
  • Model number
  • Standby generator
  • Portable generator
  • Whole-home generator
  • Transfer switch type

Connectivity Information

  • Wi-Fi available
  • Cellular monitoring available
  • Ethernet connection available
  • Manufacturer monitoring service active

Existing Smart Home Ecosystem

  • Generac Mobile Link
  • Cummins PowerCommand
  • Kohler OnCue
  • SmartThings
  • Home Assistant
  • Google Home
  • Amazon Alexa

Technician Evaluation

Generator Monitoring Features

Review:

  • Generator online status
  • Utility power status
  • Active outage notifications
  • Generator runtime reporting
  • Maintenance reminders
  • Fault and error notifications

Power Outage Monitoring

Evaluate:

  • Utility power loss alerts
  • Generator startup notifications
  • Generator shutdown notifications
  • Power restoration notifications

Remote Access Capabilities

Determine whether customer wants:

  • Mobile app monitoring
  • Email alerts
  • Text notifications
  • Maintenance reminders
  • Multi-property monitoring

Common Recommendations

Basic Generator Monitoring

  • Manufacturer mobile app
  • Generator status notifications
  • Maintenance alerts

Enhanced Generator Monitoring

  • Generator monitoring service
  • Remote diagnostics
  • Fault code reporting
  • Runtime tracking

Vacation Property Monitoring

  • Power outage alerts
  • Generator operation notifications
  • Remote health monitoring

Whole Home Power Awareness

  • Utility power monitoring
  • Generator status monitoring
  • Backup power reporting

Technician Actions

  1. Identify generator manufacturer and model.
  2. Verify available monitoring hardware.
  3. Confirm internet or cellular connectivity.
  4. Configure manufacturer monitoring platform.
  5. Enable outage and maintenance notifications.
  6. Verify remote access functionality.
  7. Test notification delivery.
  8. Confirm customer can access generator status remotely.
  9. Document final configuration and recommendations within the ticket.

Resolution Criteria

The request is complete when:

  • Generator monitoring is operational.
  • Power outage notifications are functioning.
  • Generator status is visible remotely.
  • Maintenance and fault alerts are enabled when supported.
  • Customer confirms successful access to monitoring features.
  • All configurations and recommendations are documented in the ticket.

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